Huw Reynolds, ATEB Director, recently presented a cheque for £1,000 to Porfield Social Activity Centre (near Huw’s home village in Pembrokeshire). The centre provides support to adults with learning difficulties and helps to integrate them into the community.
The funds were raised by Huw’s charity bike ride from Whitehaven to Tynemouth.
A further cheque for approximately £1,000 will be given to Marie Curie Cancer Care.
Thank you to everybody who donated to both these worthy causes.
Template Enhancements: Inheritance Tax (IHT) & Pensions
Doug McFarlane Suitability 2024, Budget, content management, IHT, Inheritance Tax, Pension, Pensions, PI, protection, Suitability Review, Template Enhancement, Update
To prepare for the introduction of Inheritance Tax (IHT) on pensions starting in April 2027, we have implemented the following template update: A new wizard question has been added to the ‘Current IHT Position’ table. This allows users to include pension assets in the estate value when calculating a client’s potential IHT liability. Please […]